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Drive capital formation and business development for Nuveen’s alternative investment strategies across wealth distribution channels. The role manages regional sales pipelines, develops senior client and advisor relationships, educates intermediaries on alternative investments, and partners with investment, product, marketing, and distribution teams to support growth. Candidates need strong alternatives investment knowledge, consultative selling capabilities, relationship management skills, and experience across asset management, institutional sales, wealth management, or related financial services.

Manage managed-accounts wealth products across their lifecycle, including customer and advisor needs analysis, market benchmarking, product strategy, roadmaps, specifications, enhancements, and rollout. Track product KPIs, P&L impact, and business performance; develop product collateral; support sales enablement and distribution; and maintain risk, regulatory, and governance controls. Collaborate cross-functionally to deliver product recommendations and value propositions.

Leads a territory-based wealth management team, overseeing advisors, client relationships, business growth, strategic execution, and financial performance. Coaches and develops team leaders, assigns client books, supports complex planning cases, improves market share, promotes appropriate use of wealth management resources, and ensures a seamless client experience. Requires extensive financial services experience and FINRA licensing.

Leads a territory-based wealth management team, oversees advisors, grows client relationships and market share, and delivers strategic and financial goals. Coaches team leaders, supports complex planning cases, allocates client books, promotes retirement and wealth management resources, and ensures a seamless client experience. Develops talent, manages performance, and collaborates across organizational functions while maintaining knowledge of competitors and institutional retirement strategies.

Provides virtual and in-person financial counseling to retirement plan participants, prospects, beneficiaries, and representatives. Advises clients on retirement, investment, insurance, tax-advantaged, and other financial products; facilitates purchases and service transactions; applies tax and investment strategies; builds relationships with institutional plan sponsors; and collaborates internally to support client and company initiatives.

Drive new retirement plan sales and market-share growth among nonprofit and mission-driven institutions. Responsibilities include territory and pipeline management, prospecting, consultative selling, RFP and proposal leadership, finalist presentations, negotiation, sales forecasting, and transition to implementation. The role also develops relationships with retirement plan consultants, RIAs, advisors, aggregators, and other intermediaries while educating partners on TIAA’s recordkeeping solutions. Extensive regional travel is required.

Manage the strategy and lifecycle of a digital forms modernization product. Research market trends, consumer behavior, and form-completion patterns; analyze performance, errors, and costs; maintain forms inventory; identify opportunities to simplify, digitize, or eliminate forms; coordinate enterprise partners; align product decisions; and collaborate with legal, risk, and compliance teams on controls, privacy, and regulatory requirements.

Lead and manage wealth management strategy engagements: define scope, develop hypotheses, oversee analyses, craft executive presentations, advise senior leaders, and manage and develop junior team members to deliver strategic, financial, and operating model recommendations.

Manage a defined territory to drive sales of Nuveen products to financial advisors across wire, independent and RIA channels. Build consultative relationships, maintain client assets, cross-sell, convert prospects, use data analytics to identify opportunities, manage pipeline, collaborate with regional teams, and represent the firm at industry events.

The Wealth Advisor assists clients in achieving their financial goals through tailored investment strategies, resource management, and client development. They work in a team to grow the business and maintain client relationships while analyzing financial landscapes and providing up-to-date financial guidance.